Evermay Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Evermay Wealth Management’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-76	Closed	-$7.14K	–	659
2026 Q1	$7.14K	Buy	+76	New	+$7.3K	﹤0.01%	487
2025 Q2	–	Sell	-11	Closed	-$997	–	583
2025 Q1	$997	Buy	+11	New	+$996	﹤0.01%	534
2022 Q4	–	Sell	-9	Closed	-$1K	–	575
2022 Q3	$1K	Sell	9 -83	-90%	-$7.09K	﹤0.01%	494
2022 Q2	$8K	Sell	92 -1,771	-95%	-$160K	﹤0.01%	415
2022 Q1	$182K	Buy	1,863 +1,854	+20,600%	+$188K	0.03%	199
2021 Q4	$1K	Buy	+9	New	+$982	﹤0.01%	486

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Evermay Wealth Management's EMB Position: Q2 2026 in Review

Evermay Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 76 shares — an estimated $7.14K sold.

Evermay Wealth Management first reported a position in EMB in Q4 2021 and held it in 6 quarters. The position peaked at $182K in Q1 2022. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Evermay Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
Evermay Wealth Management sold 76 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $7.14K.
Evermay Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 6 quarters.
Evermay Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $182K in Q1 2022.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.